Monetary Solutions’s IBM IBM Stock Holding History

Monetary Solutions’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Hold	860	–	–	0.21%	56
2026 Q1	$208K	Hold	860	–	–	0.2%	53
2025 Q4	$255K	Buy	+860	New	+$258K	0.25%	46

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Monetary Solutions's IBM Position: Q2 2026 in Review

Monetary Solutions held its IBM (IBM) position steady in Q2 2026 at 860 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #56.

Monetary Solutions first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 3,088 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Monetary Solutions held 860 shares of IBM worth $242K as of Q2 2026.
Monetary Solutions left its IBM share count unchanged in Q2 2026.
IBM made up 0.21% of Monetary Solutions's portfolio in Q2 2026, its #56 holding.
Monetary Solutions first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
Monetary Solutions's IBM position peaked at $255K in Q4 2025.
3,088 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.